Kesler Norman & Wride’s iShares US Healthcare ETF IYH Stock Holding History

Kesler Norman & Wride’s Portfolio IYH Stock Details IYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-34,010	Closed	-$2.04M	–	146
2021 Q4	$2.04M	Sell	34,010 -3,275	-9%	-$187K	0.43%	67
2021 Q3	$2.06M	Sell	37,285 -4,270	-10%	-$244K	0.48%	67
2021 Q2	$2.38M	Sell	41,555 -98,210	-70%	-$5.2M	0.55%	65
2021 Q1	$7.06M	Sell	139,765 -1,585	-1%	-$79.7K	1.75%	11
2020 Q4	$6.95M	Buy	+141,350	New	+$6.67M	1.94%	6

Other funds holding IYH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kesler Norman & Wride's IYH Position: Q1 2022 in Review

Kesler Norman & Wride sold out of iShares US Healthcare ETF (IYH) in Q1 2022, closing a stake of 34,010 shares — an estimated $2.04M sold.

Kesler Norman & Wride first reported a position in IYH in Q4 2020 and held it in 5 quarters. The position peaked at $7.06M in Q1 2021. 423 funds tracked by Wall St. Rank hold IYH as of Q1 2022.

Kesler Norman & Wride reported no remaining iShares US Healthcare ETF position as of Q1 2022 after selling out during the quarter.
Kesler Norman & Wride sold 34,010 iShares US Healthcare ETF shares in Q1 2022, an estimated $2.04M.
Kesler Norman & Wride first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 5 quarters.
Kesler Norman & Wride's iShares US Healthcare ETF position peaked at $7.06M in Q1 2021.
423 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2022.

Based on Kesler Norman & Wride's 13F filing for Q1 2022, filed 14 Apr 2022.